IMCB vs. WLDR ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Affinity World Leaders Equity ETF (WLDR)
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.
Grade (RS Rating)
Last Trade
$81.50
Average Daily Volume
28,342
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$34.72
Average Daily Volume
3,014
Number of Holdings
*
73
* may have additional holdings in another (foreign) market
Performance
| Period | IMCB | WLDR |
|---|---|---|
| 30 Days | 6.60% | 5.56% |
| 60 Days | 7.43% | 5.63% |
| 90 Days | 9.78% | 8.20% |
| 12 Months | 32.75% | 36.70% |
53 Overlapping Holdings
| Symbol | Grade | Weight in IMCB | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| ALL | A | 0.45% | 0.6% | 0.45% | |
| APP | B | 0.52% | 3.84% | 0.52% | |
| BK | A | 0.5% | 1.3% | 0.5% | |
| BKR | B | 0.38% | 1.03% | 0.38% | |
| BURL | A | 0.15% | 2.66% | 0.15% | |
| CCL | B | 0.21% | 0.79% | 0.21% | |
| CF | B | 0.14% | 0.5% | 0.14% | |
| CNC | D | 0.27% | 0.54% | 0.27% | |
| CPNG | D | 0.27% | 2.32% | 0.27% | |
| CPT | B | 0.11% | 0.29% | 0.11% | |
| CTSH | B | 0.36% | 1.85% | 0.36% | |
| DAL | C | 0.37% | 0.37% | 0.37% | |
| DELL | C | 0.31% | 3.19% | 0.31% | |
| DFS | B | 0.38% | 1.43% | 0.38% | |
| DOC | D | 0.13% | 0.29% | 0.13% | |
| DOCU | A | 0.14% | 2.03% | 0.14% | |
| EBAY | D | 0.28% | 1.64% | 0.28% | |
| EMN | D | 0.11% | 0.45% | 0.11% | |
| ETR | B | 0.27% | 0.4% | 0.27% | |
| EVRG | A | 0.13% | 0.36% | 0.13% | |
| EXC | C | 0.33% | 0.36% | 0.33% | |
| FANG | D | 0.28% | 0.81% | 0.28% | |
| FIS | C | 0.44% | 0.38% | 0.38% | |
| GEN | B | 0.15% | 1.87% | 0.15% | |
| GLPI | C | 0.11% | 0.29% | 0.11% | |
| HPE | B | 0.24% | 2.98% | 0.24% | |
| KR | B | 0.35% | 0.87% | 0.35% | |
| LUV | C | 0.17% | 0.29% | 0.17% | |
| MKL | A | 0.19% | 0.56% | 0.19% | |
| NEM | D | 0.41% | 0.23% | 0.23% | |
| NTAP | C | 0.21% | 2.96% | 0.21% | |
| OC | A | 0.15% | 0.95% | 0.15% | |
| OMC | C | 0.18% | 1.15% | 0.18% | |
| PKG | A | 0.19% | 0.26% | 0.19% | |
| PPL | B | 0.22% | 0.38% | 0.22% | |
| RCL | A | 0.48% | 0.78% | 0.48% | |
| RF | A | 0.21% | 1.32% | 0.21% | |
| RNR | C | 0.12% | 0.47% | 0.12% | |
| SPG | B | 0.48% | 0.36% | 0.36% | |
| SSNC | B | 0.14% | 1.74% | 0.14% | |
| STX | D | 0.17% | 2.68% | 0.17% | |
| SWK | D | 0.12% | 0.7% | 0.12% | |
| THC | D | 0.14% | 0.59% | 0.14% | |
| TOL | B | 0.14% | 0.88% | 0.14% | |
| TROW | B | 0.23% | 1.28% | 0.23% | |
| UAL | A | 0.26% | 0.42% | 0.26% | |
| UHS | D | 0.11% | 0.57% | 0.11% | |
| USFD | A | 0.13% | 0.88% | 0.13% | |
| VICI | C | 0.29% | 0.31% | 0.29% | |
| VRT | B | 0.39% | 1.18% | 0.39% | |
| VST | B | 0.4% | 0.49% | 0.4% | |
| VTRS | A | 0.13% | 2.26% | 0.13% | |
| WMB | A | 0.59% | 1.05% | 0.59% |
IMCB Overweight 394 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 1.04% | |
| GEV | B | 0.79% | |
| COF | B | 0.61% | |
| ADSK | A | 0.58% | |
| GM | B | 0.57% | |
| OKE | A | 0.55% | |
| CARR | D | 0.55% | |
| HLT | A | 0.54% | |
| FTNT | C | 0.54% | |
| TFC | A | 0.54% | |
| NSC | B | 0.53% | |
| TRV | B | 0.52% | |
| PCAR | B | 0.52% | |
| WDAY | B | 0.51% | |
| DLR | B | 0.51% | |
| URI | B | 0.5% | |
| JCI | C | 0.5% | |
| SRE | A | 0.5% | |
| FICO | B | 0.5% | |
| MSTR | C | 0.5% | |
| AFL | B | 0.49% | |
| AMP | A | 0.49% | |
| TTD | B | 0.49% | |
| COIN | C | 0.48% | |
| DASH | A | 0.47% | |
| AZO | C | 0.47% | |
| GWW | B | 0.46% | |
| PSA | D | 0.46% | |
| KMI | A | 0.46% | |
| CMI | A | 0.44% | |
| AEP | D | 0.44% | |
| CPRT | A | 0.44% | |
| DHI | D | 0.43% | |
| O | D | 0.43% | |
| AIG | B | 0.43% | |
| PWR | A | 0.42% | |
| PAYX | C | 0.42% | |
| MSCI | C | 0.42% | |
| LNG | B | 0.42% | |
| HWM | A | 0.41% | |
| SQ | B | 0.41% | |
| ROST | C | 0.41% | |
| TEL | B | 0.41% | |
| LHX | C | 0.41% | |
| FAST | B | 0.41% | |
| D | C | 0.41% | |
| PRU | A | 0.4% | |
| KMB | D | 0.39% | |
| CCI | D | 0.39% | |
| AME | A | 0.39% | |
| VLO | C | 0.39% | |
| PCG | A | 0.39% | |
| AXON | A | 0.38% | |
| PEG | A | 0.38% | |
| F | C | 0.38% | |
| COR | B | 0.37% | |
| IR | B | 0.37% | |
| TRGP | B | 0.37% | |
| ODFL | B | 0.37% | |
| OTIS | C | 0.36% | |
| HES | B | 0.36% | |
| VRSK | A | 0.36% | |
| KVUE | A | 0.36% | |
| IT | C | 0.36% | |
| FERG | B | 0.36% | |
| STZ | D | 0.35% | |
| TEAM | A | 0.35% | |
| EW | C | 0.35% | |
| CTVA | C | 0.35% | |
| EA | A | 0.35% | |
| LEN | D | 0.35% | |
| CBRE | B | 0.35% | |
| XEL | A | 0.34% | |
| A | D | 0.34% | |
| YUM | B | 0.34% | |
| DDOG | A | 0.34% | |
| CHTR | C | 0.34% | |
| IQV | D | 0.33% | |
| SYY | B | 0.33% | |
| ACGL | D | 0.33% | |
| VMC | B | 0.33% | |
| GIS | D | 0.32% | |
| HPQ | B | 0.32% | |
| KDP | D | 0.32% | |
| MLM | B | 0.32% | |
| GLW | B | 0.32% | |
| LULU | C | 0.32% | |
| DD | D | 0.31% | |
| MCHP | D | 0.31% | |
| IDXX | F | 0.31% | |
| NUE | C | 0.31% | |
| MTB | A | 0.31% | |
| HUBS | A | 0.31% | |
| VEEV | C | 0.3% | |
| HUM | C | 0.3% | |
| RMD | C | 0.3% | |
| HIG | B | 0.3% | |
| EXR | D | 0.3% | |
| WAB | B | 0.3% | |
| WTW | B | 0.29% | |
| GRMN | B | 0.29% | |
| GEHC | F | 0.29% | |
| ROK | B | 0.29% | |
| ED | D | 0.29% | |
| IRM | D | 0.29% | |
| DOW | F | 0.28% | |
| ARES | A | 0.28% | |
| EIX | B | 0.28% | |
| FITB | A | 0.28% | |
| EFX | F | 0.28% | |
| ALNY | D | 0.28% | |
| AVB | B | 0.28% | |
| NDAQ | A | 0.27% | |
| RJF | A | 0.27% | |
| WEC | A | 0.27% | |
| CSGP | D | 0.27% | |
| PPG | F | 0.26% | |
| XYL | D | 0.26% | |
| ANSS | B | 0.26% | |
| GPN | B | 0.26% | |
| TTWO | A | 0.26% | |
| CAH | B | 0.26% | |
| DXCM | D | 0.26% | |
| TSCO | D | 0.26% | |
| KHC | F | 0.25% | |
| STT | A | 0.25% | |
| ON | D | 0.25% | |
| KEYS | A | 0.24% | |
| MPWR | F | 0.24% | |
| BRO | B | 0.24% | |
| FCNCA | A | 0.24% | |
| DECK | A | 0.24% | |
| PHM | D | 0.24% | |
| RBLX | C | 0.24% | |
| NET | B | 0.24% | |
| NVR | D | 0.24% | |
| DOV | A | 0.24% | |
| VTR | C | 0.23% | |
| CPAY | A | 0.23% | |
| AWK | D | 0.23% | |
| TYL | B | 0.23% | |
| SYF | B | 0.23% | |
| TPL | A | 0.23% | |
| HSY | F | 0.23% | |
| MTD | D | 0.23% | |
| CHD | B | 0.23% | |
| FTV | C | 0.23% | |
| HAL | C | 0.23% | |
| BR | A | 0.23% | |
| DTE | C | 0.22% | |
| WST | C | 0.22% | |
| GDDY | A | 0.22% | |
| DVN | F | 0.22% | |
| ADM | D | 0.22% | |
| EQR | B | 0.22% | |
| SW | A | 0.22% | |
| HBAN | A | 0.22% | |
| EME | C | 0.21% | |
| LPLA | A | 0.21% | |
| HUBB | B | 0.21% | |
| SBAC | D | 0.21% | |
| BIIB | F | 0.21% | |
| AEE | A | 0.21% | |
| EQT | B | 0.21% | |
| CDW | F | 0.21% | |
| VLTO | D | 0.21% | |
| WAT | B | 0.2% | |
| TDY | B | 0.2% | |
| ZBH | C | 0.2% | |
| WY | D | 0.2% | |
| ILMN | D | 0.2% | |
| LDOS | C | 0.2% | |
| PTC | A | 0.2% | |
| IFF | D | 0.2% | |
| EXPE | B | 0.2% | |
| CINF | A | 0.2% | |
| CFG | B | 0.19% | |
| K | A | 0.19% | |
| LYB | F | 0.19% | |
| ES | D | 0.19% | |
| NTRS | A | 0.19% | |
| ATO | A | 0.19% | |
| STE | F | 0.19% | |
| BLDR | D | 0.19% | |
| WBD | C | 0.19% | |
| CMS | C | 0.18% | |
| ZBRA | B | 0.18% | |
| PFG | D | 0.18% | |
| LH | C | 0.18% | |
| STLD | B | 0.18% | |
| DRI | B | 0.18% | |
| WDC | D | 0.18% | |
| CLX | B | 0.18% | |
| MDB | C | 0.18% | |
| FE | C | 0.18% | |
| CSL | C | 0.18% | |
| SNA | A | 0.17% | |
| MKC | D | 0.17% | |
| FDS | B | 0.17% | |
| IBKR | A | 0.17% | |
| CTRA | B | 0.17% | |
| EXE | B | 0.17% | |
| NRG | B | 0.17% | |
| ZS | C | 0.17% | |
| LYV | A | 0.17% | |
| INVH | D | 0.17% | |
| CNP | B | 0.17% | |
| TRU | D | 0.17% | |
| ESS | B | 0.17% | |
| IP | B | 0.17% | |
| BALL | D | 0.17% | |
| DKNG | B | 0.17% | |
| LII | A | 0.17% | |
| LVS | C | 0.17% | |
| COO | D | 0.17% | |
| ZM | B | 0.17% | |
| BAH | F | 0.17% | |
| FSLR | F | 0.17% | |
| MOH | F | 0.16% | |
| J | F | 0.16% | |
| FWONK | B | 0.16% | |
| BBY | D | 0.16% | |
| KEY | B | 0.16% | |
| TSN | B | 0.16% | |
| HOLX | D | 0.16% | |
| PODD | C | 0.16% | |
| ULTA | F | 0.16% | |
| WSO | A | 0.16% | |
| MAA | B | 0.16% | |
| WRB | A | 0.16% | |
| NTRA | B | 0.16% | |
| HOOD | B | 0.15% | |
| HEI | B | 0.15% | |
| ALGN | D | 0.15% | |
| KIM | A | 0.15% | |
| TER | D | 0.15% | |
| DG | F | 0.15% | |
| ARE | D | 0.15% | |
| EXPD | D | 0.15% | |
| MANH | D | 0.15% | |
| TRMB | B | 0.15% | |
| XPO | B | 0.15% | |
| RS | B | 0.15% | |
| GPC | D | 0.15% | |
| NTNX | A | 0.15% | |
| IEX | B | 0.15% | |
| MAS | D | 0.15% | |
| DGX | A | 0.15% | |
| PNR | A | 0.15% | |
| PINS | D | 0.15% | |
| RPM | A | 0.15% | |
| JBHT | C | 0.14% | |
| FLEX | A | 0.14% | |
| SUI | D | 0.14% | |
| L | A | 0.14% | |
| FNF | B | 0.14% | |
| FIX | A | 0.14% | |
| WSM | B | 0.14% | |
| EG | C | 0.14% | |
| VRSN | F | 0.14% | |
| AVY | D | 0.14% | |
| NI | A | 0.14% | |
| BAX | D | 0.14% | |
| MRO | B | 0.14% | |
| TXT | D | 0.14% | |
| TWLO | A | 0.14% | |
| JBL | B | 0.13% | |
| FFIV | B | 0.13% | |
| AVTR | F | 0.13% | |
| RVTY | F | 0.13% | |
| SAIA | B | 0.13% | |
| AMCR | D | 0.13% | |
| ACM | A | 0.13% | |
| UTHR | C | 0.13% | |
| ROL | B | 0.13% | |
| DT | C | 0.13% | |
| TW | A | 0.13% | |
| EL | F | 0.13% | |
| GGG | B | 0.13% | |
| DPZ | C | 0.13% | |
| CASY | A | 0.13% | |
| RGA | A | 0.13% | |
| LNT | A | 0.13% | |
| ENTG | D | 0.13% | |
| PSTG | D | 0.13% | |
| CAG | D | 0.12% | |
| NDSN | B | 0.12% | |
| PFGC | B | 0.12% | |
| MRNA | F | 0.12% | |
| UDR | B | 0.12% | |
| SWKS | F | 0.12% | |
| AKAM | D | 0.12% | |
| DLTR | F | 0.12% | |
| POOL | C | 0.12% | |
| EPAM | C | 0.12% | |
| EQH | B | 0.12% | |
| OVV | B | 0.11% | |
| LECO | B | 0.11% | |
| DAY | B | 0.11% | |
| UNM | A | 0.11% | |
| ALB | C | 0.11% | |
| AMH | D | 0.11% | |
| HST | C | 0.11% | |
| SCI | B | 0.11% | |
| NVT | B | 0.11% | |
| NBIX | C | 0.11% | |
| BMRN | D | 0.11% | |
| REG | B | 0.11% | |
| BXP | D | 0.11% | |
| KMX | B | 0.11% | |
| JNPR | F | 0.11% | |
| OKTA | C | 0.11% | |
| BG | F | 0.11% | |
| ALLE | D | 0.11% | |
| JKHY | D | 0.11% | |
| CLH | B | 0.11% | |
| INCY | C | 0.11% | |
| ELS | C | 0.11% | |
| APTV | D | 0.11% | |
| TTEK | F | 0.1% | |
| CCK | C | 0.1% | |
| FND | C | 0.1% | |
| IPG | D | 0.1% | |
| TAP | C | 0.1% | |
| NWSA | B | 0.1% | |
| FOXA | B | 0.1% | |
| CG | A | 0.1% | |
| PAYC | B | 0.1% | |
| DKS | C | 0.1% | |
| BLD | D | 0.1% | |
| RRX | B | 0.1% | |
| TECH | D | 0.1% | |
| SNAP | C | 0.1% | |
| LW | C | 0.1% | |
| SJM | D | 0.1% | |
| HEI | B | 0.1% | |
| WPC | D | 0.1% | |
| CNH | C | 0.09% | |
| WING | D | 0.09% | |
| ALLY | C | 0.09% | |
| SRPT | D | 0.09% | |
| CHDN | B | 0.09% | |
| AES | F | 0.09% | |
| CRL | C | 0.09% | |
| ERIE | D | 0.09% | |
| RPRX | D | 0.09% | |
| LKQ | D | 0.09% | |
| AFG | A | 0.09% | |
| BJ | A | 0.09% | |
| MOS | F | 0.08% | |
| ENPH | F | 0.08% | |
| AOS | F | 0.08% | |
| CPB | D | 0.08% | |
| HRL | D | 0.08% | |
| TFX | F | 0.08% | |
| SMCI | F | 0.08% | |
| AR | B | 0.08% | |
| WYNN | D | 0.08% | |
| MGM | D | 0.08% | |
| WMS | D | 0.08% | |
| MORN | B | 0.08% | |
| EXAS | D | 0.08% | |
| SOLV | C | 0.08% | |
| WTRG | B | 0.08% | |
| ACI | C | 0.07% | |
| CNM | D | 0.07% | |
| DVA | B | 0.07% | |
| HII | D | 0.07% | |
| CE | F | 0.07% | |
| APA | D | 0.07% | |
| MEDP | D | 0.07% | |
| PCOR | B | 0.06% | |
| UHAL | D | 0.06% | |
| QRVO | F | 0.06% | |
| WBA | F | 0.06% | |
| BSY | D | 0.06% | |
| SIRI | C | 0.06% | |
| AZPN | A | 0.06% | |
| DINO | D | 0.06% | |
| BRKR | D | 0.05% | |
| U | C | 0.05% | |
| SNX | C | 0.05% | |
| FOX | A | 0.05% | |
| BEN | C | 0.05% | |
| CELH | F | 0.04% | |
| WLK | D | 0.04% | |
| COTY | F | 0.03% | |
| NWS | B | 0.03% | |
| PAG | B | 0.03% | |
| FWONA | B | 0.02% | |
| ALAB | B | 0.02% | |
| AGR | B | 0.02% | |
| LEN | D | 0.01% | |
| UHAL | D | 0.0% |
IMCB Underweight 20 Positions Relative to WLDR
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
WLDR: Top Represented Industries & Keywords
Industries:
Airlines
Health Care Plans
Medical Care
Software - Application
Asset Management
Business Services
Computer Systems
Credit Services
Data Storage
Drug Manufacturers - Specialty & Generic
Gold
Insurance - Property & Casualty
Leisure
REIT - Diversified
Tobacco
Utilities - Diversified
Utilities - Regulated Electric
Advertising Agencies
Aerospace & Defense
Agricultural Inputs
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